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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,074 | $181,896-81.8% | $156,551-78.9% | $273,972-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 46.91% | 30.74%+16.2pp | 32.23%+14.7pp | 41.46%+5.5pp |
| Employer contribution / active EE | $2,561 | $6,248-59.0% | $5,501-53.4% | $4,869-47.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,429 | $15,560-90.8% | $13,028-89.0% | $10,133-85.9% |